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Plan and prepare for your client meetings in advance for best results.
  • June 5th, 2017
  • 110
Client meetings, client calling and client review; that's all you need to do. Rest all must be delegated.
  • May 26th, 2017
  • 109
Technology is important but overrated in mutual fund advisory and distribution business.
  • June 8th, 2017
  • 109
Receipe to become a top IFA; Two meetings a day.
  • May 24th, 2017
  • 107
Stop doing non productive work and you will see your AUM growing.
  • October 18th, 2017
  • 2
STP and SWP are great products to increase AUM faster.
  • July 4th, 2020
  • 1
Focus on net sales, not gross.
  • June 30th, 2017
  • 1
Mutual funds is beneficial to all stakeholders; the investors, the distributors and the manufacturer.
  • July 13th, 2017
  • 1
Make first time investors in mutual fund as your client. They shall stay longer with you
  • July 5th, 2017
  • 1
Learning makes selling easy.
  • June 19th, 2017
  • 1

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